SETsquared Workshop: R&D Tax Credits

Speakers:

Pete Edwards (Partner – Tax), Sam Wood (Senior Tax Manager)

Aimed at:

Founders, Finance Personnel, CTOs

About this event:

If you’re responsible for your company’s R&D strategy, this event will look to provide valuable insight and strategies for navigating the complexities of R&D tax relief and how to maximise opportunities to access incentives available.

For those new to R&D tax relief: this session will discuss what R&D tax relief is; how to identify qualifying projects and expenditure; and how R&D tax relief can interact with other sources of funding such as grants, subsidies, or customer-contracts.

For those experienced with R&D tax relief: this session will discuss the current landscape in which R&D tax relief is being reviewed by HMRC; key legislative changes introduced from 2024 which may impact your claims; and what best practice looks like to maximise your R&D claims in a robust and effective way going forwards.

Our Speakers

Pete Edwards – Partner (Tax)

Pete has over 20 years' experience working in personal and corporate tax. This includes corporate reconstructions, employee share schemes and general areas including remuneration planning and capital allowance claims. Since joining Corrigan in 2009 he has become a trusted advisor for a range of innovative and technology businesses on key areas such as R&D tax credits, patent box claims, EIS/SEIS criteria and advance assurance applications. He has built strong relationships within the thriving technology sector, advising businesses during their start up and growth phase. Pete is known for investing time and energy in understanding clients' requirements, ensuring they succeed and benefit from the advice that we provide. Pete can often be found at one of the tech incubators across the city, providing pro-bono advice and running financial workshops for emerging entrepreneurs and start-up companies.

Sam Wood - Senior Manager (Tax)

Sam is a Senior Tax Manager with over 10 years' practice experience in accountancy and tax across Southwest England, with a specialism in incentives and reliefs for innovation-intensive businesses. Sam provides tax technical support for various businesses in differing sectors at different stages in their life cycle, navigating business-owners and senior leadership teams through the complexities of accountancy and tax-technical scenarios. He particularly enjoys working with science and tech-based businesses making positive contributions to their respective sectors. Sam is a specialist in R&D tax relief where he provides his clients support with advisory reports, grant applications, and HMRC dispute services. He also delivers keynote speeches, presents tax webinars, as well as creating trade-related content pieces for distribution. He completed his ACA qualification in 2017.

Host or Publisher SETsquared Bristol